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1 result for Customer Service Representative in Markham, ON

Client Relations Administrator
  • Toronto, ON
  • onsite
  • Temporary
  • 29.925 - 34.65 CAD / Hourly
  • <p>We are looking for a Client Relations Administrator to support day-to-day coordination and client-facing administrative activities in Toronto, Ontario. This Contract position is well suited with <strong>1–2 years of experience</strong> in financial services, wealth management, or client service operations who is looking to build a long-term career in client relations and financial administration. </p><p><br></p><p>Responsibilities:</p><ul><li>Managing and reconciling recurring and ad hoc payments, including EFTs and wire transfers</li><li>Processing cash withdrawals, deposits, and account transfers</li><li>Supporting client onboarding activities and account transitions</li><li>Assisting with transfers between financial institutions and asset conversions</li><li>Supporting portfolio management activities, including account monitoring, portfolio administration, asset allocation updates, and ensuring client information is maintained accurately</li><li>Utilizing Excel and other financial systems to support daily operations</li><li>Collaborating closely with the Client Relations team and reporting to the Head of Client Relations</li></ul>
  • 2026-10-26T00:00:00Z